Presentation from Salesforce.org Higher Ed Summit 2017 by: Reed Sheard, Westmont College In higher education, we strive to acknowledge donors in an expedient manner. Join us to see how Westmont College used Advancement Connect to reduce the time from gift processing through stewardship from weeks to under 36 hours, and see their before and after workflows. Reed Sheard, CIO and Vice President for College Advancement at Westmont College, will also share how the Westmont team leveraged Salesforce and Advancement Connect in the Westmont mobile app that they built in under two hours, empowering staff with the right tools at the right place and time. Reed will be joined by Wendy Davis, roundCorner's Product Marketing Manager.

1. Westmont College Reaches New Levels with
Advancement Connect
Dr. Reed Sheard, VP for College Advancement and CIO at Westmont College, rsheard@westmont.edu
Zak Landrum, Director of Advancement Services at Westmont College, zlandrum@westmont.edu
Wendy Davis, Product Marketing Manager at roundCorner, wendy.davis@roundcorner.com

2. About roundCorner
roundCorner is dedicated to helping enterprise nonprofit organizations,
higher education institutions and foundations become truly constituent centered with
comprehensive fundraising and grants management solutions built on Salesforce.com.

3. About Westmont College
Westmont College is an undergraduate, residential, Christian, liberal arts of
1200 students in Santa Barbara, CA. The school has ranked nationally in the
top100 schools for nearly a decade with specializations in STEM, Business,
Education, Pre-med and Kinesiology.

4. Reed Sheard
CIO and VP
for College Advancement
at Westmont College
Zak Landrum
Director of Advancement Services
at Westmont College
Wendy Davis
Product Marketing Manager
at roundCorner

5. Collaboration
Why Salesforce and Advancement Connect

6. Chatter Feed has largely
replaced these one-off
requests
Collaboration
With Advancement Connect

7. Collaboration
With Advancement Connect

8. Collaboration
With Advancement Connect

9. Gift Processing
With Advancement Connect

10. Gift Processing
With Advancement Connect
“The Lab”

11. Mobile
With Advancement Connect

12. Mobile
With Advancement Connect

13. Q&A

14. Thank You